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Financial Services Project Management Software

Cora’s project management software has been designed to help financial services companies address specific pain points around project prioritization, regulatory compliance and cybersecurity issues.

Project Management Software for Financial Services

Cora ensures all your assets and resources are deployed effectively so your portfolio generates its optimum ROI.

Improve Capacity Planning

Cora Strategic Portfolio Management (SPM) functionality ensures your capacity planning is better aligned with current and future demand, and the Scenario Comparison tools help you explore what-if scenarios to improve project prioritization and selection.

Secure Document Management with Reliable Audit Trail

Your data and documents are digitized and organized in the one, central hub, ensuring all regulatory and compliance requirements are up to date and easy to access, and there’s a clear and reliable audit trail for everything because all actions are time and user stamped.

Better Labor and Resource Management

Cora Resource Management functionality enables you to manage your assets and resources more effectively, and to conduct strategic workforce planning to ensure the right people are deployed on the right projects.

Up to Date Secure Cybersecurity

We invest heavily in AI and in all technological advances and our software solution is constantly updated to equip it with the latest deterrents and safety features to securely combat any and all cybersecurity threats.

Secure Document Management with Reliable Audit Trail

Cora ‘Project Portals’ functionality mean you can easily and precisely control what each user has access to and can view on their dashboard, to ensure that third party subcontractors don’t necessarily have the same view as, say, your senior management team.

Configured For You, Then By You

Because Cora has been designed as a ‘no code, low code’ platform our team will begin by configuring for you so that it does exactly what you need it to. Then, once you go ‘live’, users can further configure it for themselves by dragging and dropping whatever they need into interactive and intuitive templates.

Watch this Video

Find out more about how Cora helps financial services companies in this video.

The Value Cora Generates

$450

Million

“Improvement to bottom line”


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$2.5

Million

“Increase in planned savings annually”


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2%

Increase

"In net profit on projects” (representing $Ms in savings)


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Ready to See Cora in Action?

The Cora platform has a suite of software solutions for financial services companies.

What Our Clients Say

“One of the things I’m seeing a lot of value from with Cora is getting all our risks and opportunities, and being able to track all of our change orders with our customers, in one place… I can just log into Cora and open up that dashboard.”

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Jeff Hopkins

Vice President, Global PMO and Intelligrated PMO, Honeywell

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Finanical Services Project Management Software FAQ’s